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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,094 | $227,566-27.0% | $189,558-12.4% | $167,518-0.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 7.37% | 78.43%-71.1pp | 64.19%-56.8pp | 478.71%-471.3pp |
| Employer contribution / active EE | $4,500 | $5,316-15.3% | $4,412+2.0% | $4,838-7.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $22,834 | $11,881+92.2% | $9,809+132.8% | $12,312+85.5% |